Capturing AI demand through thematic ETFs

Global-X-ETFs/ETFs/artificial-intelligence/technology/

Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest for specific megatrends.

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Advisers ‘uniquely positioned’ to detect financial abuse

financial-abuse/financial-advisers/Sarah-Abood/FSC/

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positioned” to recognise the signs through client relationships.

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ATO warns on rush job to file tax returns

end-of-financial-year/taxation/ATO/tax-return/

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information is available.

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Which technical areas are advisers facing difficulty?

BT/bt-financial-group/Superannuation/financial-advisers/intergenerational-wealth/Bryan-Ashenden/

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan for the intergenerational wealth transfer.

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Making the move to set up on your own

pengana-capital/global-equities/

Pella Funds Management founder, Jordan Cvetanovski, has shared his top advice for any budding fund managers looking to start their own business.

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Which asset classes are most favoured by female managers?

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With the proportion of female portfolio managers decreasing by 17 per cent in the last seven years, certain asset classes are faring better than others, according to Future IM/Pact.

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Adviser tech adoption drives higher profitability

Adviser-Ratings/technology/profitability/practice-management/iress/

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so.

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2 asset managers reach fund milestones

Daintree/Daintree-Capital/Hamilton-Lane/pengana-capital/

Daintree Capital has received a $120 million investment for its Core Income Trust Fund from Colonial First State, while Hamilton Lane has exceeded targets on a fundraise.

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Senate committee recommends passage of DBFO legislation

quality-of-advice-review/Senate-Economics-Legislation-Committee/compliance/Policy-&-Regulation/

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementation” of the recommendations.

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Four Top Innovator Stocks in US Infrastructure

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